The People Behind the Plan
At Modern Concept Financial Solutions, we believe the strength of a financial plan is not only in the strategy. It is also in the people you have around you.
Our team brings complementary strengths, experience and personalities to the planning process, while sharing the same commitment to doing what is best for our clients. We ask questions, share ideas and work together so our clients benefit from the collective strengths of our team.
We are also willing to challenge the way things have always been done. We encourage our clients to question assumptions, explore different possibilities and consider whether there may be more they can do with the resources they have and the opportunities ahead of them.
Our collaborative approach extends beyond our team. When a situation calls for additional knowledge or expertise, we bring the right people into the conversation, giving you access to additional perspective and resources when they can add value.
Modern Concept Financial Solutions Inc.
Financial planning becomes more meaningful when you understand how every financial decision influences the next. Investments, tax strategies, retirement and estate planning are all connected and have the ability to shape your long-term trajectory.
Our role is to help you visualize how today’s financial decisions work together, bringing greater clarity, confidence and perspective to the planning process. When everything connects, you are better equipped to make informed decisions and move forward with confidence.
Job Title: Advisor, Sun Life
Languages spoken: English
Phone: (613) 612-2009
Email: joel.scheel@sunlife.com
Address: #202 - 2799 Cote Saint Charles,, Saint-Lazare, QC, J7T 2H8 Canada
Joel Scheel
My passion for understanding and managing finances has grown through my own life experiences. Growing up, financial literacy was not something I was taught, and over the years, I have experienced firsthand and seen the impact financial decisions can have.
Those experiences are a big part of why I became an advisor. Today, one of the things I enjoy most is giving people the knowledge they need to make informed financial decisions that support their goals.
There are days I feel like I have become a teacher, with financial literacy at the heart of what I teach. I want my clients to understand the why behind different options and feel informed about the decisions they are making.
For me, financial literacy is not simply about knowing more. It is about being able to use that knowledge to make decisions that support the life you want to build, your future trajectory.
Outside of the office, I am a family man and enjoy spending time with my four children. You will often find me helping a neighbor with a project, playing pool or watching sports. I also enjoy snowboarding with my kids and playing hockey or golf.
Job Title: Advisor, Sun Life, CHS™, CLU®
Languages spoken: English
Phone: 6136122009
Email: joel.scheel@sunlife.com
Alexander Auer
coming soon...
Job Title: Associate Advisor, Sun Life, B.Comm.
Languages spoken: English, French
Phone: 5148980665
Email: alexander.auer@sunlife.com
Marvin Lee
coming soon...
Job Title: Client Services Manager
Languages spoken: English
Phone: 3432092001
Email: marvin.f.lee@sunlife.com
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